Feature Requests

Can we please have a way to pre-chart for future appointments on the schedule tab? You are not integrated with my EHR. It would be nice to prep the next day's patients chart rather than copying and pasting information the day of.

I would like a folder organization system for sessions. Currently, managing sessions without folders is challenging, and it would be beneficial to have a way to organize them into folders for better accessibility and management.

I'd like to upload our logo or letterhead into my existing template, or create a new one with our logo on it. So, every time I use a template, the letterhead is there.

A new and improved version of the template builder that allows users to easily understand how to create custom templates as well as customise Heidi's ones. This template builder will make it easier to add sections and different content types through more intuitive and visual representations of content types, as well as better explanations of the different types of content and what they do.

Currently, the session list shows relative dates (e.g., “Today,” “Yesterday,” “5 days ago”) for recent sessions. Full dates only appear for sessions older than 7 days. Users want the option to display exact dates for all sessions. Customer Impact: • Disruptive to EMR workflows where precise dates are required. • Creates friction for users who need to quickly match Heidi session notes with EMR timelines. • No current workaround since Memory settings only affect generated notes, not the session list. Request: Add a setting to allow users to choose between: • Relative dates (current default: “Today,” “Yesterday,” “X days ago”), OR • Exact date stamps (e.g., DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD) for all sessions. Source Thread: Customer asked how to change the session list format to always show exact dates. Clarified that it’s not currently possible. Customer confirmed frustration and explicitly requested this as a feature.

Give is back real dates. "3 days ago" is a TERRIBLE idea

I LOVE the task feature. It would be even better if you could print the task list or export it to a spreadsheet, sync with a practice's EHR, or upload to Google tasks, ToDoist, or other platform. Printing would be my top choice right now though. This would make it much easier to provide to other office staff to assist in completing.

I would like to have a session be recorded and transcribed and simultaneously open a previous session note. This would allow me to continue to transcribe the current session while being able to pull information from previous sessions that may be important in the current session. Example: While in session and recording with Client 1, being able to open previous session notes for Client 1 without having to pause transcription.

I have trouble sticking to time. If I had the option of having a bigger clock or something that allowed me to keep to time that was more visually available this would be awesome.